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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,380 | $82,678+202.8% | $125,391+99.7% | $68,490+265.6% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -11.60% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $7,512 | $3,382+122.1% | $4,816+56.0% | $2,597+189.3% |
| Participant deferral / active EE | $11,911 | $6,111+94.9% | $7,448+59.9% | $4,028+195.7% |
| Admin fee / account holder | $6,428 | $6,277+2.4% | $10,009-35.8% | $5,403+19.0% |